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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#778
Positioning
Market Dominance
Services
Healthcare
$2.0B
Lucinda M. Baier
Brookdale Senior Living Inc. owns, manages, and operates senior living communities. It operates in three segments: Independent Living, Assisted Living and Memory Care, and Continuing Care Retirement Communities. As of December 31, 2021, the company owned 347 communities, leased 299 communities, and managed 33 communities on behalf of others.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = BKD ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$YALA Yalla Group Ltd | 75 | 89 | 99 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GRVY GRAVITY Co., Ltd. | 75 | 82 | 96 | 71 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC | 73 | 81 | 88 | 94 | 25.0x | 14.1x | 17.1% | 10.3% | 35.5% | 14.6% | 10.1% | 105.2% | 0.0% | 41.0x | $244M | VS | |
$AER AerCap Holdings N.V. | 72 | 60 | 87 | 84 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$HCSG HEALTHCARE SERVICES GROUP INC | 72 | 74 | 88 | 88 | 7.1x | 6.1x | 28.9% | 20.8% | 20.8% | 9.9% | 9.3% | 8.5% | 0.0% | 1.0x | $1.2B | VS | |
$LQDT LIQUIDITY SERVICES INC | 72 | 90 | 88 | 68 | 24.9x | 14.3x | 14.1% | 8.3% | 45.7% | 8.5% | 6.2% | 28.1% | 0.0% | 0.0x | $736M | VS | |
$TRTNpA Triton International Ltd | 71 | 70 | 89 | 70 | - | 1.7x | 0.0% | - | 97.4% | 58.0% | 37.4% | - | 8.8% | 264.0x | $2.5B | VS | |
$EDU New Oriental Education & Technology Group Inc. | 71 | 83 | 52 | 77 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NTES NetEase, Inc. | 71 | 88 | 93 | 68 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UTI UNIVERSAL TECHNICAL INSTITUTE INC | 70 | 86 | 86 | 72 | 43.2x | 16.0x | 15.3% | 5.8% | 100.0% | 6.9% | 5.2% | 15.1% | 0.0% | 24.0x | $1.8B | VS | |
$BKD Brookdale Senior Living Inc. | 59 | 42 | 45 | 94 | - | 21.2x | -156.6% | -4.6% | 26.3% | 0.0% | -8.5% | 4.6% | 0.0% | - | $2.0B | ||
| SECTOR BENCH | - | - | - | - | - | 23.7x | 11.7x | 5.7% | 2.4% | 64.6% | 4.5% | 2.8% | 8.6% | 0.0% | 0.3x | - | REF |
Brookdale Senior Living Inc. (BKD) receives a "Hold" rating with a composite score of 59.1/100. It ranks #778 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Outperforming peers — winners tend to keep winning over 3-12 months
Fair valuation relative to peers
Average quality profile
Low volatility — smoother ride and historically better risk-adjusted returns
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Relative valuation derived from Services sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
No analyst ratings for BKD.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 42 | 38 | +4NEUTRAL |
| MOMENTUM | 94 | 98 | -4NEUTRAL |
| VALUATION | 45 | 44 | +1NEUTRAL |
| INVESTMENT | 31 | 35 | -4NEUTRAL |
| STABILITY | 69 | 75 | -6DRAG |
| SHORT INT | 42 | 36 | +6ALPHA |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 0.3% vs WACC 5.0% (spread -4.8%)
GM 26% vs sector 65%, OM 0% vs sector 5%
Capital turnover 0.79x
Rev growth 5%, 10yr history
Interest coverage 0.2x, Net debt/EBITDA 11.0x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Brookdale Senior Living Inc. (BKD) as a Hold with a composite score of 59.1/100 at a current price of $15.36. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling.
Brookdale Senior Living Inc. holds a top-quartile position (#0 of 50) within the Services sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 59.1/100 places it at rank #778 in our full universe.
The near-term outlook is constructive, with revenue growing at 5% and momentum in the 94th percentile confirming positive market sentiment. The combination of strong top-line growth and favorable price dynamics suggests the company is executing well on its growth strategy.
No Moat
Medium
Poor
Fair Value
Positive momentum indicates institutional accumulation.
Stable competitive position in a defensive sector.
Vulnerability to macroeconomic shocks and interest rate volatility.
Brookdale Senior Living Inc. represents a hold based on multi-factor quantitative performance.
Our model assigns Brookdale Senior Living Inc. a Hold rating, with a composite score of 59.1/100 and 3 out of 5 stars. Ranked #778 of 7,333 stocks, BKD presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
BKD's quality score of 42/100 is below average, suggesting challenges with profitability or capital efficiency. The company reports a return on equity of -156.6% (sector avg: 5.7%), gross margins of 26.3% (sector avg: 64.6%), net margins of -8.5% (sector avg: 2.8%). Investors should examine whether management is actively addressing these weaknesses or if they reflect structural industry headwinds.
With a value score of 45/100, BKD appears somewhat expensive relative to its fundamentals. Key valuation metrics include an EV/EBITDA of 21.22x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
Brookdale Senior Living Inc.'s investment score of 31/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 4.6% vs. a sector average of 8.6% and a return on assets of -4.6% (sector: 2.4%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
Brookdale Senior Living Inc. (BKD) is exhibiting exceptional momentum with a score of 94/100, placing it among the strongest trending stocks in the market. Revenue growth stands at 4.6% year-over-year, while a beta of 0.86 reflects its sensitivity to broader market moves. Stocks with momentum scores this high have historically outperformed over the following 3–12 months, suggesting BKD may continue to benefit from strong institutional interest and positive price trends.
BKD shows good financial stability with a score of 69/100. Key stability metrics include a beta of 0.86. This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
The short interest score of 42/100 for BKD suggests somewhat elevated bearish positioning by institutional traders. With a $2.0B market cap (mid-cap), Brookdale Senior Living Inc. may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
Brookdale Senior Living Inc. is a mid-cap company in the Services sector, ranked #0 of 50 in its sector (100th percentile) and #778 of 7,333 overall (89th percentile). Key comparisons include ROE of -156.6% trailing the 5.7% sector median and operating margins of 0.0% below the 4.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Services peers.
While BKD currently exhibits a HOLD profile, superior opportunities exist within the SERVICES sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Services Alpha →Quant Factor Profile
Key factor gap
Momentum (94) vs Investment (31) — closing this gap could shift the rating.
EV/EBITDA 81% ABOVE SECTOR MEDIAN
ROE 2829% BELOW SECTOR MEDIAN
Gross Margin 59% BELOW SECTOR MEDIAN
Above 50MA
37.18%
Net New Highs
+51081
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Brookdale's (BKD) weighted average occupancy for the second quarter-to-date rises 160 bps year over year to 78%.
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Brookdale Senior Living experienced a 9% stock price increase after reporting improved occupancy rates of 82.5% for the month, which was 330 basis points higher than the same period last year.